Low Duration — Stability
Low DurationLow Duration10% Equity / 80% Fixed Income · Blend implementation · Last reviewed 2026-04-13
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Stability.
Track record
Cumulative return · simulated
Jul 2026 Model -0.9% · Benchmark -3.2%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · 1–3 Year Government/Credit Index
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.6% | +0.6% | -0.0% |
| 3M | +0.8% | +0.8% | +0.0% |
| YTD | +2.0% | +1.7% | +0.3% |
| 1Y | +4.1% | +3.9% | +0.2% |
| 3Y | +1.8% | +1.4% | +0.4% |
| 5Y | -0.2% | -0.6% | +0.5% |
| Since inception | +1.5% | +1.0% | +0.5% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks capital preservation and liquidity for goals within a one- to three-year horizon.
- Purpose
- Short-horizon reserves
- Characteristics
- Blend implementationTaxable fixed income coreStability risk postureQuarterly rebalance review
- Inception
- 2017-04-01
- Net expense
- 0.40%
- Estimated yield
- 3.44%
- Turnover
- 15.1%
Asset class allocation
Across all sleeves · 9 holdings
- Equity10.0%
- Fixed income80.0%
- Cash10.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Low Duration — Stability
Factsheet · 2026-05-09
Trade Update — Low Duration — Stability
Trade Update · 2026-04-08
Model Viewpoint — Low Duration — Stability
Model Viewpoint · 2026-03-07